Sarasin & Partners’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.45M | Sell |
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|
2025
Q4 | $3.42M | Sell |
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|
2025
Q3 | $3.64M | Sell |
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|
2025
Q2 | $10.7M | Buy |
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|
2025
Q1 | $10.1M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $4.35M | Hold |
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|
2024
Q2 | $3.54M | Sell |
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|
2024
Q1 | $3.36M | Hold |
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|
2023
Q4 | $3.25M | Sell |
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|
2023
Q3 | $4.25M | Sell |
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|
2023
Q2 | $4.58M | Sell |
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|
2023
Q1 | $9.3M | Buy |
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|
2022
Q4 | $3.98M | Buy |
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|
2022
Q3 | $3.71M | Buy |
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|
2022
Q2 | $4.65M | Buy |
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|
2022
Q1 | $5.41M | Hold |
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|
2021
Q4 | $4.82M | Sell |
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|
2021
Q3 | $4.64M | Buy |
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|
2021
Q2 | $4.53M | Sell |
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|
2021
Q1 | $4.05M | Hold |
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|
2020
Q4 | $3.66M | Hold |
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|
2020
Q3 | $3.12M | Buy |
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|
2020
Q2 | $2.87M | Sell |
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|
2020
Q1 | $5.01M | Buy |
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|
2019
Q4 | $8.23M | Buy |
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